← All themes Electrification & Grid

Energy Storage

Energy storage smooths the mismatch between intermittent generation and demand, and increasingly earns money on grid services rather than on arbitrage alone. Falling cell costs keep widening the set of viable projects.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
51	EARNEST Partners Atlanta, Georgia	$96.5M	+$692K	2	0.87%	Increased
52	DVF Discovery Value Fund Singapore	$86.6M	-$2.37M	2	9.8%	Reduced
53	BNP Paribas Financial Markets Paris, France	$86.1M	+$9.78M	5	0.17%	Increased
54	LPC Lion Point Capital New York	$84.2M	-$15.4M	1	8.29%	Reduced
55	Fidelity International Hamilton, Bermuda	$76.1M	+$23.6M	1	0.11%	Increased
56	Barclays London, United Kingdom	$74M	+$30.2M	5	0.05%	Increased
57	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$71.2M	+$18.7M	1	26.54%	Increased
58	Susquehanna International Group Bala Cynwyd, Pennsylvania	$69.8M	+$19M	6	0.03%	Increased
59	Royal Bank of Canada Toronto, Ontario, Canada	$63.6M	+$2.18M	5	0.03%	Increased
60	Mirae Asset Global Investments Seoul, South Korea	$63.5M	+$9.23M	2	0.43%	Increased
61	SEP Soma Equity Partners San Francisco, California	$61.5M	+$17.5M	1	4.61%	Increased
62	HAM HHR Asset Management Berkeley Heights, New Jersey	$60.3M	+$31.6M	1	4.51%	Increased
63	Jane Street New York	$59.6M	-$165M	2	0.11%	Reduced
64	Pictet Asset Management (UK) London, United Kingdom	$59.2M	-$9.1M	2	0.13%	Reduced
65	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$57.3M	+$1.75M	3	0.11%	Increased
66	SCM Steadfast Capital Management New York	$55.5M	+$58M	1	0.74%	New
67	California Public Employees Retirement System Sacramento, California	$51.6M	-$11.8M	5	0.06%	Reduced
68	Parallax Volatility Advisers San Francisco, California	$50.7M	+$21.7M	3	0.06%	Increased
69	TCA Taconic Capital Advisors New York	$44.7M	+$46.7M	1	2.72%	New
70	RhumbLine Advisers Boston, Massachusetts	$43.5M	+$535K	3	0.08%	Increased
71	State Board of Administration of Florida Retirement System Tallahassee, Florida	$42.5M	-$135K	2	0.11%	Reduced
72	USAA United Services Automobile Association San Antonio, Texas	$42.4M	+$296K	2	0.11%	Increased
73	Channing Capital Management Chicago, Illinois	$41.8M	+$31.9M	1	1.94%	Increased
74	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$40.9M	+$4.06M	3	0.26%	Increased
75	NIMC NWQ Investment Management Company Los Angeles, California	$40.3M	+$4.05M	1	0.91%	Increased